CAPITAL TRUST ACTIONS

ISIN: MA0000037657

CAPITAL TRUST GESTION

Net Asset Value (NAV)

2252.26

Risk Profile

Less riskyMore risky

Recommended Holding

Long-term

Composition

Actions

Performance of CAPITAL TRUST ACTIONS

YTD
1.78%
1 Month
-5.46%
3 Months
-7.34%
1 Year
-10.66%

Investment Parameters

15 years30
16.7%
Include Fees
Include Tax

This calculator provides an estimate based on a constant rate of return. Actual returns may vary due to market fluctuations, fees, and other factors.

Projected Future Value

MAD 9 556,72

Investment Breakdown

Total InvestedMAD 7 000
Gross Returns+ MAD 3 530,6
Fees- MAD 904,57
Tax (15%)- MAD 451,19
Net ReturnsMAD 2 556,72
After fees: 11.19%
After fees & tax: 9.52%
Projected Future ValueMAD 9 556,72
5% OFF

Limited Time Offer

The fund's objective is to offer its unit holders a return comparable to the Moroccan stock market. It aims to generate stable income while maximizing long-term capital growth. The fund seeks to achieve this objective by primarily investing in stocks listed on the Casablanca Stock Exchange.

Benchmark

Masi100%

Fees

Management Fee2.00%
Entry Fee2.00%
Exit Fee1.50%
Source: ASFIM, AMMC via uplink.ma